For agencies
The CRM for agencies that run sales for their clients.
LotsCRM for agencies lets you run each client's sales pipeline in its own workspace, with client staff invited as read-only viewers, from the AI agent you already use, and in the dashboard. Teammates are unlimited and free. You pay per workspace, so a new client adds one workspace, never a stack of seats.
How it works
Ask your agent
- “In the Acme workspace, add these 30 leads from the trade show and tag them "Oct expo".”
- “Give me this week's pipeline summary for every client workspace.”
- “Log the call with the Northwind buyer in the Northwind workspace and set a follow-up for Monday.”
Works in Claude, ChatGPT, Codex, Cursor or any agent that supports remote MCP. The agent reads your CRM briefing first and acts with your role.
Or work in the dashboard
- Create a workspace for each client. Each one has its own contacts, companies, pipelines, deals, activity and members.
- Add your team and the client's staff by email. Give client staff the viewer role so they can read but not edit.
- Switch between client workspaces from the dashboard, and export contacts and companies to CSV at any time.
Your agent for speed, the dashboard for control. Both work on the same records.
The facts
- One workspace per client keeps each client's records separate, and each workspace has its own members and roles.
- 5 roles: owner, admin, manager, member and viewer. Viewers are read only, and agents act with the role of the person who connected them.
- Teammates and client staff are unlimited and free: each signs in with a free LotsTech account.
- Plans: Starter $12.00 a month with 3 workspaces, Pro $29.00 a month with 10 workspaces, Business $79.00 a month with 30 workspaces. Yearly billing is ten monthly payments. Extra workspaces cost your plan's rate, paid from credits.
- No plan needed: pay as you go at $5.00 per workspace a month from LotsTech Credits, charged daily. Purchased credits never expire.
- If funding runs out, unfunded workspaces become read-only. Reading and export keep working, and nothing is deleted.
- 39 CRM tools on the MCP server, the same contract the dashboard uses.
Prices from the live LotsCRM catalogue. Unlimited is subject to fair use. See pricing for every plan.
Questions
Can my clients see their own pipeline?
Yes. Add client staff to their workspace with the viewer role. They sign in with a free LotsTech account, see the records and the pipeline, and cannot edit anything.
Do I pay for every person on my team?
No. You pay per workspace. Teammates and client viewers are unlimited and free.
What happens when I take on another client?
Create another workspace. If your plan's workspaces are used up, the extra one costs your plan's rate, paid from credits. Moving up a plan includes more workspaces.
Can my AI agent work across client workspaces?
Yes, within your access. Your agent lists the workspaces you belong to and works in the one you name, with your role in that workspace.